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What is the Financial Planning Guide?

The Financial Planning Guide:

  • is a complete reference tool for financial advisers
  • includes monthly updated news, rates and legislation
  • is easy to use and clearly organised into key topics
  • is available by subscription either as an individual or a group

Kaplan Professional together with an Editorial Committee from Australia's leading Financial services organisations develop and maintain information directly relevant to Financial Advisers.

Why Subscribe to the Guide? 

Save time by using a single online resource to locate any rate or formula you need to perform quick calculations or answer client questions.

Increase Efficiency with fast access to the latest changes in legislation that affect the strategies you develop.

Stay in Touch with monthly news updates that are specific to the financial planning sector and include comments and research from Australia's leading industry specialists.

Convenient Access to information at your fingertips wherever you are, online or offline via the download or CD ROM. You choose what it best for you.

Subscribe Now

Contact us:  1300 KAPLAN or pdmail@kaplan.edu.au

Who Contributes to the Guide? 

Technical Editor

Product Manager

Rosemary Hume (Kaplan)

Christine Kastoun (Kaplan)

Ian Newbert (Kaplan)

 

 

 

Editorial Committee Members

 

Rahul Singh (AMP TapIn)

Simon Conolly (Perpetual Private Clients)

Justine Marquet (AXA Australia)

Stephen Kunz (Suncorp Wealth Management)

Sean Fannin (Centric Wealth)

Gemma Dale (ThreeSixty)

Nicholas Zubic (Genesys Wealth)

Mike Mitchell  (ThreeSixty)

Graeme Colley (ING)

James Proctor (University of Technology, Sydney)

Scott Quinn (ING)

 

 

 
 
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